Wealthmanagement Email Newsletter: Hey, you're invited! Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs (July 2, 2024)

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Navigating the Tech Evolution:

Lessons from Top Buy-Side CTOs

DATE:
Monday
July 22, 2024

TIME:
2:00 PM ET
11:00 PM PT

DURATION:
60min

When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that no skill is as important as agility: the ability to assess the needs of your organization at a particular moment, and to change your tools and tactics over time to satisfy advisors and their clients.

Join us for an educational webinar based on research from the spring 2024 CTO Think Tank, hosted by WealthManagement.com and The Oasis Group. We’ll discuss the major themes and findings including:

Creating a culture that embraces change management
Cybersecurity measures for enterprise wealth management firms
The importance of a data governance strategy
Where firms are leveraging AI and unlocking the power of data
Operational efficiency of client portals

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Michelle Feinstein

GM/VP Global Financial Services Solutions & Strategy

Salesforce

Perry Rotella

Managing Director – Financial Services

Box

John O'Connell

Founder and CEO

The Oasis Group

Shannon Rosic - Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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